Tax Planning‘I bought paper shares for my children – will I be taxed if I transfer them?’Tax & Pensions Clinic: Our reader holds paper certificates and needs to know how they will be treated for tax purposes20 January 2025Save
Tax PlanningEverything you need to know about your self-assessment tax returnAs the 2025 deadline approaches, be sure to declare all taxable income while making the most of opportunities to lower your tax bill 20 January 2025Save
Portfolio Clinic'Can I gift to cut IHT and still live off my portfolio?'Portfolio Clinic: Decades of patient investing have left this reader with substantial assets and a tax headache. Dave Baxter looks at the options17 January 2025Save
Tax PlanningWhy it’s crucial to split business and personal finances – and how to do itBusiness owners have a tendency to neglect the personal side of their finances, but doing so can be risky 14 January 2025Save
Tax PlanningThe problem with being the family finance guruOffering financial suggestions to friends and family can be a very risky endeavour10 January 2025Save
Tax PlanningWhy moving abroad to pay less tax is harder than you thinkTempted to go overseas to cut your tax bill? Here are the pitfalls you may not be aware of 8 January 2025Save
Tax Planning‘Will I have to pay CGT on the flat I want to gift my daughter?’Tax & Pensions Clinic: Our reader bought a flat for his daughter years ago and worries about his capital gains tax liability30 December 2024Save
Portfolio Clinic‘My IHT plans are in tatters after Labour’s Budget – what do I do?’Portfolio Clinic: Our reader needs a new IHT plan and might have to rethink his risk profile too 27 December 2024Save
Tax PlanningPension confusion as HMRC blocks lump sum returnsHMRC says savers cannot return lump sums to pension pots, in blow to those who gambled on Budget changes18 December 2024Save
Tax PlanningThe buy-to-let struggle is bigger than it seemsMore landlords than ever want to sell, which is understandable in the current environment 16 December 2024Save